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Category:All HeadlinesWorld & GeopoliticsMarkets & EconomyTech & AIPoliticsSearch results for: "Semiconductor Supercycle" (30 stories)

Top Headline Story

Is the Semiconductor Supercycle Just Getting Started?
Lead StoryMacroMicrogeneral
Jul 3

Is the Semiconductor Supercycle Just Getting Started?

<a href="https://news.google.com/rss/articles/CBMilwFBVV95cUxQWExrTDloZVA2cGQ2b3JoX2hhc1dsZ29XRUpJOHdMOWtIMWJXajBReGdoVnhpSndwXzU0WjhhNDIxM1dFeHBWNDBtdGFESG9ONXlSOWxmcDZYSmk3NVNMV0lkdF9Rc2JuamF1WUhoLXpWUmdTZENzVlJtTUFyb19hek80NUhXUEdCUXRHM1VibnBYWmJybUVV?oc=5" target="_blank">Is the Semiconductor Supercycle Just Getting Started?</a>  <font color="#6f6f6f">MacroMicro</font>

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Search Results for "Semiconductor Supercycle"

Updated every 3 minutes via FreeNewsApi, GNews, Currents API & Google News

29 stories displayed
Rhee Chang-yong: "Can't Guarantee a 10-Year Semiconductor Boom... A U.S.-China Rapprochement Would Upend the Landscape"
BigGo Financeworld

Rhee Chang-yong: "Can't Guarantee a 10-Year Semiconductor Boom... A U.S.-China Rapprochement Would Upend the Landscape"

<a href="https://news.google.com/rss/articles/CBMidkFVX3lxTE5kNUE4V1JLYVNxS1ctUWNLTll0MlBvaS1vTWpOQnpKNnJyak5Hd3QtZjR2ZGtmWVpfZXFxSmpnZVY2YmZlR0tvRVhpdW55TnBKaXRVTTdZWTcwbDBiMVdrUFZaRmtseHpCVnFWVVkwRTFGcWdWRHc?oc=5" target="_blank">Rhee Chang-yong: "Can't Guarantee a 10-Year Semiconductor Boom... A U.S.-China Rapprochement Would Upend the Landscape"</a>  <font color="#6f6f6f">BigGo Finance</font>

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An expert explains the AI chip ‘supercycle’, and the opportunity it presents for India
The Indian Expresstech

An expert explains the AI chip ‘supercycle’, and the opportunity it presents for India

<a href="https://news.google.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?oc=5" target="_blank">An expert explains the AI chip ‘supercycle’, and the opportunity it presents for India</a>  <font color="#6f6f6f">The Indian Express</font>

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Micron Taiwan Strike — 99% Approval Sparked by Supercycle Profit Sharing
The Korea Dailytech

Micron Taiwan Strike — 99% Approval Sparked by Supercycle Profit Sharing

<a href="https://news.google.com/rss/articles/CBMib0FVX3lxTFB0eXl6Q3h5WjVTRUo3dTRZcks3UFRJZHVhZDVBSmU1a09ZLUtzcmZqM2thd0NmSC1jV0Rkb1gzWGRsZGRBM0xrNnJubWdsTGtTeHBtbDdwbmU0NWs1VkJoSE1RTVBab2NlazYwWnhzSQ?oc=5" target="_blank">Micron Taiwan Strike — 99% Approval Sparked by Supercycle Profit Sharing</a>  <font color="#6f6f6f">The Korea Daily</font>

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Watch SEMI CEO on Memory Prices, Semiconductor Supercycle
Bloomberg.comgeneral

Watch SEMI CEO on Memory Prices, Semiconductor Supercycle

<a href="https://news.google.com/rss/articles/CBMiqAFBVV95cUxPNE9iNjNYdXNTVzRtbVVPX09WSDdweWdQQXY1OGNPWnBLNmVwNU1jd2NHd2VEcVRyeWNjaEVuLTh3bVBoeTdpZF9FMHZ0QlJQUldsOXB3OURabHkzSWRsQjhuSFlqM0phUjhjMlFJRmF5Wm5RX2xQTHhOejJfVXprLWFKczdLRUZoR3ZZZWJsTzB0Y2J3N3p0QnplZnN6U0VJZk05TVFMVTc?oc=5" target="_blank">Watch SEMI CEO on Memory Prices, Semiconductor Supercycle</a>  <font color="#6f6f6f">Bloomberg.com</font>

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Breakingviews - COMMENTARY: Why it’s too late to jump on the chip bandwagon
Reuterstech

Breakingviews - COMMENTARY: Why it’s too late to jump on the chip bandwagon

<a href="https://news.google.com/rss/articles/CBMingFBVV95cUxPdy1ZN2pMcWVxeXdPenI2TTVWZkxrM0MtM3NjLThENzViOVVkOXc3c3RWOFo0d2xvZVA3NTJpbXlhcjM4dXhoamVSczh3Wm1qb3dNRHNKWmNjd291Y1FTVWFXNG1uNHhIb19kMnQtV21KWUJDQ1MxRlhTcUgwbnBTaldFclFNZ2JYX2FyN240UGJ3N205NzRqOFloX2JuQQ?oc=5" target="_blank">Breakingviews - COMMENTARY: Why it’s too late to jump on the chip bandwagon</a>  <font color="#6f6f6f">Reuters</font>

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Memory semiconductor supercycle set to run through 2028
Blocks & Filesworld

Memory semiconductor supercycle set to run through 2028

<a href="https://news.google.com/rss/articles/CBMisAFBVV95cUxPOXQ5alFuTE1XNnJMMF8tRGQ0ZXRLQ21MRDM5QThLblR0RmQydzMwcV9oa1VHWFFKcXdLTFRURlp5STUzU2hwMHB3YktkNHF1a3NjU29aejBVdllpbVN6ZzhveGsxNnlTX2llSFdCaGNVY2lEaUZxUGNXa2FwYmg2Z09uWWstcnd4Vlp5eFdfSUlmWGtZeFJ2cHZuOFpCWGtiRFpvZVg0ZWhQa1NfVEtCOA?oc=5" target="_blank">Memory semiconductor supercycle set to run through 2028</a>  <font color="#6f6f6f">Blocks & Files</font>

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Semiconductor Market to Surge Past the Trillion-Dollar Threshold: AI Infrastructure Drives Market Growth
IDC | Trusted Tech Intelligencetech

Semiconductor Market to Surge Past the Trillion-Dollar Threshold: AI Infrastructure Drives Market Growth

<a href="https://news.google.com/rss/articles/CBMi3gFBVV95cUxNb2owcVJ0eGo0bTZwSnNJSTEtTVYzbUJvc1lXRDhOVVBKdlhUNkVqR2hqNXdjLTY2a2x4cW9xdnRmRFk1RHlSQzFfamM5c0lCdlU0Vlprb1ZWOHY0cnJudFQ1TXlNaklsWTFudHNUQ3ltdHZaWFppMExROGtWVGRIRUM0bzZ2cDhIMmZ5d1FXbmVYWTlFaVpfSnlJMXA2SklXNFNseS1VdHpZd0hySmRhai1BcUEtNFBkRUFCRGdhOWswRnpKWi1uMXU4WVV5cHFUWHVSOURENG1yYU5QWVE?oc=5" target="_blank">Semiconductor Market to Surge Past the Trillion-Dollar Threshold: AI Infrastructure Drives Market Growth</a>  <font color="#6f6f6f">IDC | Trusted Tech Intelligence</font>

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Semiconductors: supercycle or superbubble?
Financial Timesgeneral

Semiconductors: supercycle or superbubble?

<a href="https://news.google.com/rss/articles/CBMihAFBVV95cUxOYV9jZTVrblE3OUt5bExwc1p0LURuQTZmM2NqMWdpa0N4YW1WdmUtcDd0SldJSi1fRUdfRlpwSWZqZVZJVktaaGJrdWpIYjE0OEV1bkFzcUlUdTR6bHgtOFFzNnI5SjdNcTA1ZHpEM1NXd3dMenV3YS1BYXo5N1FPd0wxRlE?oc=5" target="_blank">Semiconductors: supercycle or superbubble?</a>  <font color="#6f6f6f">Financial Times</font>

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The AI-driven semiconductor supercycle accelerates
ISI Marketstech

The AI-driven semiconductor supercycle accelerates

<a href="https://news.google.com/rss/articles/CBMikAFBVV95cUxNaWV3SnZzbDk3Zm5pRXdvZ2VETGdQdXZ5YmstVmIwZ0FMQmcxSFdTcUt6VXlUOXNmU3ZjS3hlTlJ4a0g5U21BYTVTQ19mcGZGek1oYUdzY01JQ2FWNzV3VGVKN2VXc3RNZjhrdHRrSUl1V210cC01OS1vb1dsbXQxNjIyZjRLVV9JMm51ZEFMaDc?oc=5" target="_blank">The AI-driven semiconductor supercycle accelerates</a>  <font color="#6f6f6f">ISI Markets</font>

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Lee Changyong, after meeting Suka: "Price cap also fueled interest in Gangnam real estate... Raise property holding taxes and lower transaction taxes"
아시아경제tech

Lee Changyong, after meeting Suka: "Price cap also fueled interest in Gangnam real estate... Raise property holding taxes and lower transaction taxes"

<a href="https://news.google.com/rss/articles/CBMiZEFVX3lxTE5TempOeENJN1FOMHd6TkRYM0RrZ1psNTRKNGt2SXlVenRaVWhjbEZjZDd2QmttMDFsZVl4RkFoX29LNmxWdnZadHhUaVgzcE80THp4WlJSLTBjeU1XYVhadUVkR0E?oc=5" target="_blank">Lee Changyong, after meeting Suka: "Price cap also fueled interest in Gangnam real estate... Raise property holding taxes and lower transaction taxes"</a>  <font color="#6f6f6f">아시아경제</font>

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Why it’s time to start discussing semiconductors like commodities: There may be a supercycle
MarketWatchgeneral

Why it’s time to start discussing semiconductors like commodities: There may be a supercycle

<a href="https://news.google.com/rss/articles/CBMizgFBVV95cUxPMmZhcE9OLXdpenpGeWxWV2ZTc25kbFZkamxkRXlWZ2ltTnQwVm00dk1LTmZzVlNaNGFzQ2xVeTZfeTVGbWJXd2EzWW85UHlyZkpWazg0b292UXZaVDZMNHRqMmtfS3dEYXYwQmFwVURrVW1Pbml0MWthOFA3dGhJQS1BLVRkcTdUMmpGbG1sYy03WXZ2SlV1ZHFkVTE2aHRIZ3FLNUc4NW5vc1FlanhGUjRIY0dWd3ExQTdVTHRkeDQwMjRZdWdhV0ZxenVnUQ?oc=5" target="_blank">Why it’s time to start discussing semiconductors like commodities: There may be a supercycle</a>  <font color="#6f6f6f">MarketWatch</font>

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Peak or supercycle? Chip outlook faces crucial test
The Korea Heraldtech

Peak or supercycle? Chip outlook faces crucial test

<a href="https://news.google.com/rss/articles/CBMiV0FVX3lxTE5OSG1UaDFSb3pneE9rZ1Y1VEhONFA5cFJjZ3BqampuSlpXV3NRX0FQalJjZ1BIdHIweWNRTjBHSDB2NnhTRDQyal80LWNUd1NULW5DeXRwaw?oc=5" target="_blank">Peak or supercycle? Chip outlook faces crucial test</a>  <font color="#6f6f6f">The Korea Herald</font>

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[Opinion] Semiconductor Suppliers Struggle Despite Industry Boom
THE ELEC, Korea Electronics Industry Mediageneral

[Opinion] Semiconductor Suppliers Struggle Despite Industry Boom

<a href="https://news.google.com/rss/articles/CBMiZ0FVX3lxTE0xQUw3MTcwcVdNVi1xLVNKWGs1SWluQWU0di1UNWxCUXpXcm9Xd1lYQmt1bkk2UFY5X1EtNy1SdG1RNzgySzJoOWdqWDlTbW1RZlBacG5XeFp3eXRYVzFydGdqM0NFbFk?oc=5" target="_blank">[Opinion] Semiconductor Suppliers Struggle Despite Industry Boom</a>  <font color="#6f6f6f">THE ELEC, Korea Electronics Industry Media</font>

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Amid Semiconductor Supercycle, Anticipation of Performance Bonuses Grows as Samsung Electronics and SK hynix See First Simultaneous Decline in Parental-Leave Rates
매일경제world

Amid Semiconductor Supercycle, Anticipation of Performance Bonuses Grows as Samsung Electronics and SK hynix See First Simultaneous Decline in Parental-Leave Rates

<a href="https://news.google.com/rss/articles/CBMiU0FVX3lxTE10NTJWLW5JY2hRazJETmlldjFtbHExSFo2LXBJT3A5V0N0bGZjOHlnN0FHN2JPNnRQQWo0TTBDN01NbWpnLUZlZTYtRWoxeGtnQTFV?oc=5" target="_blank">Amid Semiconductor Supercycle, Anticipation of Performance Bonuses Grows as Samsung Electronics and SK hynix See First Simultaneous Decline in Parental-Leave Rates</a>  <font color="#6f6f6f">매일경제</font>

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S. Korea gov't revises up 2026 growth outlook to 3 pct on chip supercycle
upitech

S. Korea gov't revises up 2026 growth outlook to 3 pct on chip supercycle

<a href="https://news.google.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?oc=5" target="_blank">S. Korea gov't revises up 2026 growth outlook to 3 pct on chip supercycle</a>  <font color="#6f6f6f">upi</font>

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S.Korea’s machine tool makers ride semiconductor investment boom
KED Globalgeneral

S.Korea’s machine tool makers ride semiconductor investment boom

<a href="https://news.google.com/rss/articles/CBMibEFVX3lxTFBza1JORkJlSGxnWmhCVFpyaTB2Z2Jua3FORGgwVEJMZk1hRndudndXRVpiVXc5LVBHOEFRX2pqZnRxLW9ibjFGVUIyUklvN0hRQ3FWT1FwLW5zTWVQR2NhVS00MGV4UU5JMmJGdw?oc=5" target="_blank">S.Korea’s machine tool makers ride semiconductor investment boom</a>  <font color="#6f6f6f">KED Global</font>

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Nomura: Semiconductor Supercycle Just Beginning, KOSPI to Reach 11,000
Aju Pressgeneral

Nomura: Semiconductor Supercycle Just Beginning, KOSPI to Reach 11,000

<a href="https://news.google.com/rss/articles/CBMiW0FVX3lxTFBPU2M4WWhKa3pTbHRrTVN5eXByT3lJVnVvb2tmZXR6VWtLYmM3RWdhN3ZGUG5Dam5RT09uS1paTzREcGI0eXVBQ1VfVlVNc25ucnBrc3VqX3dqTnPSAVdBVV95cUxPSm1QdEdDRE84aGZBNWdNdmZEYUk3YTZVZFB5dWN3bHdKSTRNYnBUY3ZBcW55bXlqZVdIWVhaSlE2QV9mVm1BZTNhcEowU05tMEF5aFd0RG8?oc=5" target="_blank">Nomura: Semiconductor Supercycle Just Beginning, KOSPI to Reach 11,000</a>  <font color="#6f6f6f">Aju Press</font>

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Moody’s Raises South Korea Growth Forecast to 3.5% on Semiconductor Supercycle
Businesskoreatech

Moody’s Raises South Korea Growth Forecast to 3.5% on Semiconductor Supercycle

<a href="https://news.google.com/rss/articles/CBMidEFVX3lxTE5hNTdFQ1NuUFpJRzhjYzFhZUJzVUlsZXpqd1UxaU50eHJBdVhESU1OejlRUE9VSTdpZVo3ODdGOGU0aXcwZmNqcTQ3cnJuNXZ3cjNTdjNEUnVxSno4NE9lenNaWnEtZVRLWTB0S0Y1bThiTmc1?oc=5" target="_blank">Moody’s Raises South Korea Growth Forecast to 3.5% on Semiconductor Supercycle</a>  <font color="#6f6f6f">Businesskorea</font>

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Nvidia-Led AI Supercycle Accelerates As Taiwan Exports Hit Record - Taiwan Semiconductor (NYSE:TSM), NVID
Benzingatech

Nvidia-Led AI Supercycle Accelerates As Taiwan Exports Hit Record - Taiwan Semiconductor (NYSE:TSM), NVID

<a href="https://news.google.com/rss/articles/CBMiowFBVV95cUxObC1ma1ZhY09aNHdza1hHYnI4T05wUm9FeDJnTWIwUEMyU2Fwc3AwenVjVldDRk9VYlUwZkZlN1g4NTNMSGQtNl9ueDZTREU0OEJOclcySVF4U2o0dHpWQ0lxR044dUJHbFgyUGZzLUxDRTMyMFVWVWNKSFBQQXdhS2pFdW1jbzNKaTB1NVVQaVZBeXBNNGZaTGlEUlg4U3pjWEVR?oc=5" target="_blank">Nvidia-Led AI Supercycle Accelerates As Taiwan Exports Hit Record - Taiwan Semiconductor (NYSE:TSM), NVID</a>  <font color="#6f6f6f">Benzinga</font>

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Korea’s Stock Market Is Forecast to Set Fresh Highs
Goldman Sachsmarkets

Korea’s Stock Market Is Forecast to Set Fresh Highs

<a href="https://news.google.com/rss/articles/CBMingFBVV95cUxQZGpwVDhtbHV0a2RaNDZkSURFWlhXdHhuQWJPOHRjaXRMbW1wWTQ3WnlsU1ZoNzZlOVlIVl8yX1ZPMm5UdDh2VWpWdlFIVERFd1d1akdzRFhDc3RYN0Q2V3EtWVFyN0dldmpDUUlZSHhENjJrYzlXUWNRZGNNLTl5UVI3QVY4UUxLWVMyd2FUek1vbXI2cktHS0oyckN3QQ?oc=5" target="_blank">Korea’s Stock Market Is Forecast to Set Fresh Highs</a>  <font color="#6f6f6f">Goldman Sachs</font>

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Micron and other memory makers are driving a ‘supercycle’ for this corner of the chip sector
MarketWatchtech

Micron and other memory makers are driving a ‘supercycle’ for this corner of the chip sector

<a href="https://news.google.com/rss/articles/CBMizgFBVV95cUxQWW1qUllsTTNJTVh3RlFabjZTWGJFWTVZV19ZM0tFQVN0SHJhSllaVThSSjRMSDNkQUREdUd4MjU5VVRCYzZZcHNZVmNXSnBOZEFjVm5xMTl4b05GakZhNHdOVEVFN2ZmY2JBbnI0bHpqM0N1cGtZSjFtbUF2MHJKd2t1dTRyZDRrZHRfRHQ1c3ZMTDh2RU5RMEFhb3dtdzVSVkZ6V0N3bklZWjhpZnUwTXgyMld1bzk1cGUtTU53T19jZWdzMi16dm9JN0V6UQ?oc=5" target="_blank">Micron and other memory makers are driving a ‘supercycle’ for this corner of the chip sector</a>  <font color="#6f6f6f">MarketWatch</font>

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What If Chip Stocks Aren’t in a Supercycle After All?
24/7 Wall St.tech

What If Chip Stocks Aren’t in a Supercycle After All?

<a href="https://news.google.com/rss/articles/CBMimwFBVV95cUxQN2FpcWR6UTQ2OTgxVlBlZFAydUYtT1Q1ajliY3IwVWswODNzQWVrVF8ydWdycjFYZkYwcEctNHFKQ1E1Z085SndwaUMzTzNpUFI1U28tejhMMWNQcV9ocmVtaFJ5YUlSMmxQOFhIOFlBOUVYdnVPODdTeXItVEg5R04yaGxOdUc1aDRBazZ1TE9oTjRycUNiSkdZSQ?oc=5" target="_blank">What If Chip Stocks Aren’t in a Supercycle After All?</a>  <font color="#6f6f6f">24/7 Wall St.</font>

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Hanmi Semiconductor Bets on AI Supercycle with Largest-Ever Plant Construction
finance.biggo.comtech

Hanmi Semiconductor Bets on AI Supercycle with Largest-Ever Plant Construction

<a href="https://news.google.com/rss/articles/CBMidkFVX3lxTE5wcXV4N01aaktsTGRUcDZTUmt4eW1sUjhIQVJNVEdMTF85LWxsQi00MHRyYXl6SnhZWE1IeV9uN2JiT05SanBWcDFycmpUVllhSVFHN1NweVRmanRKVGxHVkFqN19QMnZZdUJ6bE9MWGZ3b21jVkE?oc=5" target="_blank">Hanmi Semiconductor Bets on AI Supercycle with Largest-Ever Plant Construction</a>  <font color="#6f6f6f">finance.biggo.com</font>

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SK Group Hits Brakes on SK Siltron Sale Amid Semiconductor Supercycle; Chairman Chey Says “Leave It to the Working-Level Team”
finance.biggo.comtech

SK Group Hits Brakes on SK Siltron Sale Amid Semiconductor Supercycle; Chairman Chey Says “Leave It to the Working-Level Team”

<a href="https://news.google.com/rss/articles/CBMiYEFVX3lxTE5CRUtIZFI5amJHV2kwZ1JnY0hkakF6QXRFYXRtQkwxUTE5VHBRX21wejMxSEh3aFVpRDB6UUdMNHBJMGowclhpM1hzYlVwT3NXMkxBNUtzTS1FSHZnSG0xag?oc=5" target="_blank">SK Group Hits Brakes on SK Siltron Sale Amid Semiconductor Supercycle; Chairman Chey Says “Leave It to the Working-Level Team”</a>  <font color="#6f6f6f">finance.biggo.com</font>

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Samsung Securities, Goldman Sachs Raise KOSPI Targets Amid Semiconductor Supercycle
finance.biggo.comtech

Samsung Securities, Goldman Sachs Raise KOSPI Targets Amid Semiconductor Supercycle

<a href="https://news.google.com/rss/articles/CBMiYEFVX3lxTFB1YXdRTlZJaEE3c19ObWVFWnZXM1JfMjJKempuYkZEUzY3QUgtRWh5M1htMWprQ1RMQy0zS1A1OWcxVUdlb2U0ZVNJejllQ1pjc0lhazFBZFp6dk53WGtVNQ?oc=5" target="_blank">Samsung Securities, Goldman Sachs Raise KOSPI Targets Amid Semiconductor Supercycle</a>  <font color="#6f6f6f">finance.biggo.com</font>

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Semiconductor Supercycle Halts $3.3 Billion Deal: Why SK Siltron Sale Stalled
finance.biggo.compolitics

Semiconductor Supercycle Halts $3.3 Billion Deal: Why SK Siltron Sale Stalled

<a href="https://news.google.com/rss/articles/CBMiYEFVX3lxTE9uOEMteVJkNUc0bmNKZE9hY25mVDZCUlhaSnlGNWlZRURpQVVmYnlleG02alVGOWxybkZIOU5NTG5pXzQ0UVdRTzBoc2dKbXl4TmNJdHRPMDVnNGh1V1RaTA?oc=5" target="_blank">Semiconductor Supercycle Halts $3.3 Billion Deal: Why SK Siltron Sale Stalled</a>  <font color="#6f6f6f">finance.biggo.com</font>

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China’s ‘AI Value Shock’ Returns: Is the Semiconductor Supercycle Ending or Just Recharging?
BigGo Financetech

China’s ‘AI Value Shock’ Returns: Is the Semiconductor Supercycle Ending or Just Recharging?

<a href="https://news.google.com/rss/articles/CBMidkFVX3lxTE13RWsxdEFwbk54YmZSbWhadVFnekNkQ1pFdjN6QS1qb1Z5WV9wUWVYR05xelZlNEJnbDc3ejZJN3VUQkoyTm5VOXJXZEtYTnpfQU45Tm5TS1FNWGpGQVNObVlPbFFTUHRrZDVvWU9DckRQUFBsS1E?oc=5" target="_blank">China’s ‘AI Value Shock’ Returns: Is the Semiconductor Supercycle Ending or Just Recharging?</a>  <font color="#6f6f6f">BigGo Finance</font>

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Big Tech's Capex Supercycle Faces Triple Threat: Funding Gaps, Soaring HBM Prices, and Oversupply Risks
finance.biggo.comtech

Big Tech's Capex Supercycle Faces Triple Threat: Funding Gaps, Soaring HBM Prices, and Oversupply Risks

<a href="https://news.google.com/rss/articles/CBMidkFVX3lxTE95cE5Sb2V4VjhEc1B4anlqcUlYd2hzRDBJb1ZHaWwybmlrcFlKbi1yVUw1eGZzUERYcnc5ckNUSklBOEhLVnBMNjMwTW54Q2x5aC1jYXBHN29hOHIwZGctdm1nR0NNVEVlNFV2S2RsZE5ibTVoakE?oc=5" target="_blank">Big Tech's Capex Supercycle Faces Triple Threat: Funding Gaps, Soaring HBM Prices, and Oversupply Risks</a>  <font color="#6f6f6f">finance.biggo.com</font>

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Nomura forecasts KOSPI 11,000 as Korea enters semiconductor supercycle - CHOSUNBIZ
Chosunbizworld

Nomura forecasts KOSPI 11,000 as Korea enters semiconductor supercycle - CHOSUNBIZ

<a href="https://news.google.com/rss/articles/CBMigAFBVV95cUxOb0dLNlVsUVMzSVRzOUZXN2xpd19tQlU3QlVrYnV6dnZDZzR4TU9FTml0TlpRMUFVQnlDM1Z6WDBMd2FnTWxNSzJZR01IM0NjTlZNWnQ5SWVfamxMWDFFZjhlRFNSNWRMTkZiVllibU0xckpTV1otbGluVDBiUDEzR9IBlAFBVV95cUxOV0E2XzNQanZQLW40amExTmFjYVRQcjhYREgtU25HYTVrY0diNmRadC1vbm1jNVBqcEVBUEFQaEVnVEtlTDFZa2V1SmNKUjM2RXU4TEhZd1pjeXNoWFNJemxSTGlGSDBkalVtWEFlV01hMWFIRUJUMmdlWkdhaDEyVHYyYTFhTE9YRkh0Nm5WdlNRMEcz?oc=5" target="_blank">Nomura forecasts KOSPI 11,000 as Korea enters semiconductor supercycle - CHOSUNBIZ</a>  <font color="#6f6f6f">Chosunbiz</font>

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"Semiconductor Supercycle" — Live Google News Trends & Headlines